Cambridge Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Cambridge Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$927K	Buy	1,210 +20	+2%	+$15.3K	0.35%	26
2026 Q2	$891K	Buy	1,190 +25	+2%	+$18.2K	0.34%	24
2026 Q1	$761K	Buy	1,165 +620	+114%	+$423K	0.33%	28
2025 Q4	$373K	Sell	545 -7	-1%	-$4.75K	0.17%	37
2025 Q3	$369K	Buy	552 +11	+2%	+$7.08K	0.18%	34
2025 Q2	$336K	Sell	541 -11	-2%	-$6.32K	0.18%	33
2025 Q1	$310K	Buy	+552	New	+$326K	0.2%	31

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Capital Management's IVV Position: Q3 2026 in Review

Cambridge Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q3 2026, buying an estimated $15.3K and bringing the position to 1,210 shares worth $927K. The position accounts for 0.35% of the portfolio, ranked #26.

Cambridge Capital Management first reported a position in IVV in Q1 2025 and has held it in 7 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Cambridge Capital Management held 1,210 shares of iShares Core S&P 500 ETF worth $927K as of Q3 2026.
Cambridge Capital Management bought 20 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $15.3K.
iShares Core S&P 500 ETF made up 0.35% of Cambridge Capital Management's portfolio in Q3 2026, its #26 holding.
Cambridge Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Cambridge Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.